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今日盘面 - 这两天的抛压，来自币圈内部老钱？
资金面
又开始了无尽的抛抛抛... 但是这一波更像是来自币圈内部的。
过去几天其实ETF分歧还挺大，IBIT卖 VS 其他ETF买。 或者IBIT卖 VS 其他ETF卖... 总体的日流出量还不到1个亿.. （图1）
倒是币圈内部，币安上现货一直在抛抛抛.. （图2)
所以这样的抛压下，短期老美coinbase 这一周的情绪，救不了这个市场。
链上也能看到这样的抛压。
21号，一批链上沉睡的老币突然动了 （1.6W枚），开始在这个价位悄悄出货，集中兑现了一波盈利 .
如果现在BTC在高位的话，这个标志我可以说是老钱在温和派发。
但是现在在6W这个位置.. 只能说我确实不知道他们背后的原因和判断是什么...
索性只抛了一天，22号暂时没有更大的老币抛压。
结合美股这两天在risk off， 今天韩股大跌，都在等明天MU财报可能带来的指引
（MU财报直接可以看到存储未来的订单需求，这波CAPEX的叙事能否持续等）
下篇继续